MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

$7.96

+0.05 (+0.63%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 12
Total Institutional Inflows (last 12 months): $4.48M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $624.58K

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CXH Institutional Buying and Selling by Quarter

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MFS Investment Grade Municipal Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	29,861	$236K	0.0%	N/A	0.000%
7/15/2024	Melfa Wealth Management Inc.	78,360	$619K	0.4%	+17.4%	0.000%
7/12/2024	Capital Investment Advisors LLC	34,900	$276K	0.0%	-17.7%	0.000%
5/14/2024	Robinson Capital Management LLC	22,779	$169K	0.1%	-31.6%	0.000%
4/17/2024	Hennion & Walsh Asset Management Inc.	110,859	$845K	0.0%	-1.4%	0.000%
2/15/2024	Bulldog Investors LLP	389,857	$2.95M	1.0%	+28.7%	0.000%
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2/8/2024	Robinson Capital Management LLC	33,292	$251K	0.1%	-23.5%	0.000%
2/8/2024	Matisse Capital	86,928	$658K	0.4%	-23.5%	0.000%
2/6/2024	Fortitude Advisory Group L.L.C.	15,802	$120K	0.1%	-16.4%	0.000%
2/1/2024	Wolverine Asset Management LLC	5,475	$41K	0.0%	N/A	0.000%
1/22/2024	Melfa Wealth Management LLC	69,426	$505K	0.5%	+2.2%	0.000%
1/16/2024	Raymond James & Associates	27,675	$210K	0.0%	-16.5%	0.000%
1/5/2024	Capital Investment Advisors LLC	42,400	$321K	0.0%	-11.3%	0.000%
11/21/2023	Almitas Capital LLC	542,641	$3.84M	1.8%	+5.7%	0.000%
11/14/2023	Saba Capital Management L.P.	912,986	$6.46M	0.2%	+0.4%	0.000%
11/14/2023	Clough Capital Partners L P	11,048	$78K	0.0%	N/A	0.000%
11/14/2023	Robinson Capital Management LLC	43,526	$302K	0.1%	N/A	0.000%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	50,389	$356K	0.1%	+5,898.7%	0.000%
11/8/2023	Fort Point Capital Partners LLC	19,601	$139K	0.0%	N/A	0.000%
10/30/2023	Melfa Wealth Management LLC	67,900	$480K	0.5%	+9.4%	0.000%
10/27/2023	Hennion & Walsh Asset Management Inc.	70,616	$499K	0.0%	N/A	0.000%
10/24/2023	Raymond James & Associates	33,131	$234K	0.0%	-8.2%	0.000%
8/15/2023	Bulldog Investors LLP	149,863	$1.10M	0.4%	+69.1%	0.000%
8/11/2023	Almitas Capital LLC	513,340	$3.91M	1.7%	+55.0%	0.000%
7/31/2023	Americana Partners LLC	25,500	$188K	0.0%	-26.3%	0.000%
7/25/2023	Raymond James & Associates	36,108	$266K	0.0%	-5.2%	0.000%
7/18/2023	Melfa Wealth Management LLC	62,081	$457K	0.5%	-8.5%	0.000%
7/17/2023	GPS Wealth Strategies Group LLC	6,775	$50K	0.0%	-42.4%	0.000%
5/11/2023	Karpus Management Inc.	41,528	$307K	0.0%	-23.5%	0.456%
5/9/2023	Atlas Wealth LLC	30,321	$224K	0.0%	-17.5%	0.000%
5/8/2023	Americana Partners LLC	34,580	$256K	0.0%	-69.8%	0.000%
5/5/2023	Moors & Cabot Inc.	55,000	$406K	0.0%	-40.5%	0.000%
4/28/2023	Janney Montgomery Scott LLC	13,600	$101K	0.0%	-38.3%	0.000%
4/20/2023	Melfa Wealth Management LLC	67,873	$502K	0.5%	-15.6%	0.000%
4/14/2023	Raymond James & Associates	38,084	$281K	0.0%	+7.2%	0.000%
4/13/2023	Bridgewater Advisors Inc.	27,216	$201K	0.0%	N/A	0.000%
4/10/2023	Capital Investment Advisors LLC	47,790	$353K	0.0%	+22.6%	0.000%
2/15/2023	Almitas Capital LLC	121,048	$862K	0.4%	N/A	0.000%
2/14/2023	Atlas Wealth LLC	36,772	$262K	0.1%	N/A	0.000%
2/10/2023	Moors & Cabot Inc.	92,500	$659K	0.0%	+208.3%	0.000%
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2/1/2023	Wolverine Asset Management LLC	5,144	$37K	0.0%	-90.9%	0.056%
2/1/2023	Janney Montgomery Scott LLC	22,054	$157K	0.0%	-14.7%	0.242%
1/31/2023	Melfa Wealth Management LLC	80,400	$572K	0.6%	N/A	0.000%
1/30/2023	Americana Partners LLC	114,630	$816K	0.1%	-6.3%	0.000%
1/27/2023	Denver Wealth Management Inc.	12,166	$87K	0.1%	N/A	0.134%
1/27/2023	Drive Wealth Management LLC	19,996	$142K	0.1%	-14.3%	0.219%
1/12/2023	Ackerman Capital Advisors LLC	44,711	$318K	0.1%	-54.3%	0.491%
1/5/2023	Capital Investment Advisors LLC	38,982	$278K	0.0%	-24.5%	0.428%
11/16/2022	Drive Wealth Management LLC	23,331	$157K	0.1%	N/A	0.256%
11/16/2022	Saba Capital Management L.P.	17,096	$115K	0.0%	N/A	0.188%
11/15/2022	Karpus Management Inc.	239,153	$1.61M	0.1%	-1.5%	2.625%
11/15/2022	Logan Stone Capital LLC	91,572	$616K	0.4%	+145.4%	1.005%
11/14/2022	Mariner Investment Group LLC	58,190	$392K	0.4%	+32.8%	0.639%
11/10/2022	Wolverine Asset Management LLC	56,521	$380K	0.0%	+85.4%	0.620%
11/8/2022	Robinson Capital Management LLC	132,478	$898K	0.7%	-6.2%	1.454%
11/8/2022	Matisse Capital	113,582	$764K	1.0%	+100.2%	1.247%
10/25/2022	Janney Montgomery Scott LLC	25,848	$174K	0.0%	-11.8%	0.284%
10/12/2022	QP Wealth Management LLC	14,725	$100K	0.1%	-57.6%	0.162%
8/15/2022	Bulldog Investors LLP	89,587	$679K	0.2%	+36.2%	0.983%
8/15/2022	Karpus Management Inc.	242,839	$1.84M	0.1%	-19.8%	2.666%
8/13/2022	Mariner Investment Group LLC	43,817	$332K	0.4%	N/A	0.481%
8/11/2022	Denver Wealth Management Inc.	14,459	$110K	0.1%	N/A	0.159%
8/4/2022	Robinson Capital Management LLC	141,272	$1.09M	0.8%	+2.9%	1.551%
8/3/2022	Janney Montgomery Scott LLC	29,308	$217K	0.0%	-11.1%	0.322%
8/3/2022	Wolverine Asset Management LLC	30,481	$231K	0.0%	N/A	0.335%
7/28/2022	Matisse Capital	56,745	$430K	0.4%	+34.2%	0.623%
7/22/2022	Ackerman Capital Advisors LLC	76,681	$581K	0.2%	+39.6%	0.842%
7/19/2022	GPS Wealth Strategies Group LLC	11,759	$89K	0.0%	+2,456.3%	0.129%
7/8/2022	QP Wealth Management LLC	34,725	$263K	0.4%	-14.7%	0.381%
7/8/2022	Worth Asset Management LLC	5,313	$40K	0.0%	-36.2%	0.058%
7/6/2022	Capital Investment Advisors LLC	51,637	$391K	0.0%	+17.0%	0.567%
5/10/2022	Karpus Management Inc.	302,941	$2.59M	0.1%	-2.3%	3.325%
5/9/2022	Northwestern Mutual Wealth Management Co.	11,509	$98K	0.0%	-21.5%	0.126%
5/6/2022	Americana Partners LLC	19,030	$162K	0.0%	-86.6%	0.209%
5/4/2022	Advisor Group Holdings Inc.	68,843	$588K	0.0%	+3.0%	0.756%
4/19/2022	Ackerman Capital Advisors LLC	54,920	$469K	0.1%	+23.9%	0.603%
4/18/2022	QP Wealth Management LLC	40,725	$348K	0.4%	+3.8%	0.447%
4/13/2022	Capital Investment Advisors LLC	44,137	$377K	0.0%	+2.9%	0.484%
4/12/2022	Matisse Capital	42,294	$361K	0.3%	N/A	0.464%
2/16/2022	Ackerman Capital Advisors LLC	44,329	$457K	0.1%	-8.8%	0.487%
2/15/2022	Karpus Management Inc.	309,925	$3.20M	0.1%	-4.3%	3.402%
2/3/2022	Advisor Group Holdings Inc.	66,807	$689K	0.0%	+8.3%	0.733%
2/3/2022	Northwestern Mutual Wealth Management Co.	14,667	$152K	0.0%	-41.7%	0.161%
1/28/2022	Americana Partners LLC	141,530	$1.46M	0.3%	+9.7%	1.554%
1/27/2022	Janney Montgomery Scott LLC	32,954	$340K	0.0%	+11.7%	0.362%
1/26/2022	Van ECK Associates Corp	4,336	$45K	0.0%	N/A	0.048%
1/13/2022	QP Wealth Management LLC	39,225	$404K	0.4%	+6.8%	0.431%
11/12/2021	Wolverine Asset Management LLC	3,776	$37K	0.0%	-42.0%	0.041%
11/8/2021	Americana Partners LLC	129,030	$1.29M	0.3%	N/A	1.416%
11/3/2021	Ackerman Capital Advisors LLC	48,610	$486K	0.1%	+57.6%	0.534%
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10/19/2021	Kestra Advisory Services LLC	44,391	$444K	0.0%	-10.5%	0.487%
10/19/2021	Obermeyer Wood Investment Counsel Lllp	12,600	$126K	0.0%	N/A	0.138%
10/12/2021	Koshinski Asset Management Inc.	22,170	$222K	0.0%	+82.9%	0.243%
8/13/2021	Northwestern Mutual Wealth Management Co.	46,573	$479K	0.0%	+7.1%	0.511%
8/12/2021	Ackerman Capital Advisors LLC	30,843	$317K	0.1%	+8.4%	0.339%
7/31/2021	Advisors Asset Management Inc.	87,590	$900K	0.0%	-35.9%	0.961%
7/31/2021	QP Wealth Management LLC	36,325	$373K	0.4%	+22.5%	0.399%
5/20/2021	Bridgewater Advisors Inc.	28,954	$288K	0.1%	N/A	0.318%
5/18/2021	Rivernorth Capital Management LLC	251,909	$2.47M	0.1%	N/A	2.765%
5/18/2021	Karpus Management Inc.	335,031	$3.29M	0.1%	-45.1%	3.678%

(Data available from 1/1/2016 forward)

CXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXH shares?: During the previous two years, 29 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($6.46M), Almitas Capital LLC ($3.84M), Bulldog Investors LLP ($2.95M), Hennion & Walsh Asset Management Inc. ($845K), Matisse Capital ($658K), Melfa Wealth Management Inc. ($619K), and Logan Stone Capital LLC ($616K).Learn more on CXH's institutional investors.
Which institutional investors have been buying MFS Investment Grade Municipal Trust stock?: Of the 22 institutional investors that purchased MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($332.49K), Bulldog Investors LLP ($171.97K), Melfa Wealth Management LLC ($87.75K), Matisse Capital ($71.29K), Hennion & Walsh Asset Management Inc. ($70.62K), Moors & Cabot Inc. ($62.50K), and Wolverine Asset Management LLC ($62.00K).
How much institutional buying is happening at MFS Investment Grade Municipal Trust?: Institutional investors have bought a total of 1,286,110 shares in the last 24 months. This purchase volume represents approximately $9.27M in transactions.

Which MFS Investment Grade Municipal Trust major shareholders have been selling company stock?: Of the 17 institutional investors that sold MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Americana Partners LLC ($96.88K), Karpus Management Inc. ($76.52K), Ackerman Capital Advisors LLC ($53.16K), Wolverine Asset Management LLC ($51.38K), Moors & Cabot Inc. ($37.50K), Robinson Capital Management LLC ($29.54K), and Matisse Capital ($26.72K).
How much institutional selling is happening at MFS Investment Grade Municipal Trust?: Institutional investors have sold a total of 484,788 shares in the last 24 months. This volume of shares sold represents approximately $3.55M in transactions.